Who owns XBOC
Which tracked institutional funds hold XBOC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XBOC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened XBOC while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XBOC’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XBOC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 37 tracked filers holding XBOC, 12 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XBOC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 3
- HighTower Advisors, LLC$3M
- Sunbelt Securities, Inc.$843K
- CENTAURUS FINANCIAL, INC.$569K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- OSAIC HOLDINGS, INC.$490K
- Cetera Investment Advisers$343K
- Millington Financial Advisors, LLC$251K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers trimmed | 183,332 | $7M | 13.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 116,130 | $4M | 8.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 109,243 | $4M | 8.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 61,238 | $2M | 4.5% | 2026-Q2 |
| Brookwood Investment Group LLC added | 53,564 | $2M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 47,823 | $2M | 3.5% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC trimmed | 39,266 | $1M | 2.9% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 36,217 | $1M | 2.7% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 35,043 | $1M | 2.6% | 2026-Q2 |
| Brookstone Capital Management added | 34,815 | $1M | 2.6% | 2026-Q2 |
| Snowden Capital Advisors LLC | 31,850 | $1M | 2.4% | 2026-Q2 |
| Welch Financial Planning, LLC trimmed | 26,229 | $932K | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 24,216 | $860K | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 23,138 | $822K | 1.7% | 2026-Q2 |
| IFP Advisors, Inc | 19,022 | $676K | 1.4% | 2026-Q2 |
| CRA Financial Services, LLC | 18,316 | $651K | 1.4% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 13,054 | $465K | 1.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 12,280 | $436K | 0.9% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS | 12,277 | $436K | 0.9% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 11,497 | $408K | 0.9% | 2026-Q2 |
| Diligent Investors, LLC | 10,350 | $368K | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 9,750 | $346K | 0.7% | 2026-Q2 |
| GTS SECURITIES LLC new | 8,900 | $316K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 8,262 | $294K | 0.6% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 6,775 | $241K | 0.5% | 2026-Q2 |
| Orion Capital Management LLC | 6,340 | $225K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA | 2,400 | $85K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,900 | $67K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC | 1,779 | $63K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 1,299 | $46K | 0.1% | 2026-Q2 |
| Luminist Capital LLC added | 640 | $22K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 376 | $13K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 324 | $12K | 0.0% | 2026-Q2 |
| UBS Group AG added | 265 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 251 | $9K | 0.0% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 200 | $7K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 194 | $7K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC | 103,045 | $3M | 7.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 25,628 | $843K | 1.8% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 17,292 | $569K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 9,996 | $329K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| EverSource Wealth Advisors, LLC added | 401 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. | 198 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 53 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 47,630 | $2M | 3.3% | 2025-Q4 stale (2 quarters behind) |
| Encompass More Asset Management trimmed | 38,622 | $1M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC added | 33,060 | $1M | 2.3% | 2025-Q4 stale (2 quarters behind) |
| Atria Investments, Inc added | 29,177 | $979K | 2.0% | 2025-Q4 stale (2 quarters behind) |
| Triad Wealth Partners, LLC added | 15,681 | $526K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Financial Network Wealth Advisors LLC added | 961 | $32K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GAMMA Investing LLC | 796 | $27K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 648 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 53,095 | $2M | 3.3% | 2025-Q3 stale (3 quarters behind) |
| Stuart Chaussee & Associates, Inc. trimmed | 19,276 | $632K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Gradient Investments LLC trimmed | 12,206 | $400K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 3,360 | $107K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. | 126 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.